Sunbelt Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1K | Hold |
194
| – | – | ﹤0.01% | 1216 |
|
|
2025
Q1 | $15.4K | Hold |
194
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q4 | $15K | Buy |
194
+1
| +0.5% | +$78 | ﹤0.01% | 1220 |
|
|
2024
Q3 | $15.1K | Buy |
193
+1
| +0.5% | +$78 | ﹤0.01% | 1216 |
|
|
2024
Q2 | $13.9K | Buy |
192
+2
| +1% | +$145 | ﹤0.01% | 1197 |
|
|
2024
Q1 | $13.7K | Hold |
190
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q4 | $12.6K | Buy |
190
+2
| +1% | +$132 | ﹤0.01% | 1126 |
|
|
2023
Q3 | $11.6K | Buy |
188
+1
| +0.5% | +$62 | ﹤0.01% | 1120 |
|
|
2023
Q2 | $11.9K | Buy |
187
+1
| +0.5% | +$64 | ﹤0.01% | 1135 |
|
|
2023
Q1 | $11.4K | Buy |
+186
| New | +$11.4K | ﹤0.01% | 1095 |
|
|
2015
Q1 | – | Sell |
-9,212
| Closed | -$298K | – | 115 |
|
|
2014
Q4 | $298K | Buy |
+9,212
| New | +$298K | 0.39% | 57 |
|